BARRETT & COMPANY, INC. - ISHARES TR ownership

ISHARES TR's ticker is IBDT and the CUSIP is 46435U515. A total of 102 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
BARRETT & COMPANY, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$79,891
-1.6%
3,325
+0.3%
0.05%0.0%
Q2 2023$81,214
+41.2%
3,315
+43.8%
0.05%
+30.6%
Q1 2023$57,507
+163.1%
2,306
+156.2%
0.04%
+157.1%
Q4 2022$21,8610.0%9000.0%0.01%0.0%
Q3 2022$21,8619000.01%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Paradigm, Strategies in Wealth Management, LLC 377,377$9,068,3705.78%
PFG Private Wealth Management, LLC 265,391$6,377,3524.74%
Gateway Advisory, LLC 708,259$17,019,4613.47%
Peloton Wealth Strategists 226,425$5,4412.51%
Keeler Thomas Management LLC 252,991$6,219,9212.30%
4Thought Financial Group Inc. 117,740$2,829,2872.28%
Platte River Wealth Advisors, LLC 242,650$5,830,8802.13%
Klingman & Associates, LLC 1,037,442$24,929,7422.02%
Sound View Wealth Advisors Group, LLC 614,233$14,760,0211.84%
Aptus Capital Advisors, LLC 2,536,519$60,952,5521.66%
View complete list of ISHARES TR shareholders